David Moadel
Mon, March 30, 2026 astatine 12:39 PM CDT 5 min read
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Intel (INTC) shares slid 5% Monday arsenic investors took profits pursuing past week’s CPU terms hike rally, with the company’s captious 18A process node commercialized PC motorboat arriving Tuesday representing a make-or-break infinitesimal for its foundry turnaround.
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Advanced Micro Devices (AMD) banal dropped 3% contempt AMD reporting beardown Q4 2025 results of $10.27 cardinal successful gross and $1.53 EPS, arsenic geopolitical headwinds and broader semiconductor assemblage weakness overshadowed the company’s information halfway momentum.
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Both Intel and AMD announced CPU terms hikes of 10-15% past week owed to AI-driven proviso constraints, a improvement that initially sent some stocks surging earlier Monday’s risk-off situation reversed those gains.
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Intel (NASDAQ:INTC) shares are sliding 5% successful Monday trading, pulling backmost to the $41 area. Advanced Micro Devices (NASDAQ:AMD) is besides successful the red, falling 3% to $196 and change.
The pullback carries a crisp irony. Both stocks surged past Wednesday, March 25, aft reports emerged that Intel and AMD program to rise CPU prices by 10% to 15% owed to AI-driven request and tightening proviso chains. Intel shares climbed 7.6% that day, and AMD shares gained 6.8%.
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Today, that enthusiasm is reversing arsenic geopolitical instability, macro headwinds, and profit-taking measurement connected the broader semiconductor sector.
The iShares Semiconductor ETF (NYSEARCA:SOXX) is down 4% connected the day; clearly, thing is going connected with this marketplace sector. So, let's excavation into what's driving INTC and AMD, and what investors should ticker next.
Intel Core Ultra Series 3 commercialized PCs built connected Intel's 18A process node are acceptable to motorboat tomorrow, March 31, with Dell among the archetypal to present systems utilizing the caller chips. This is the astir consequential merchandise infinitesimal of CEO Lip-Bu Tan's foundry-led turnaround strategy, and the marketplace appears to beryllium successful "sell the news" mode heading into it.
Intel's Q4 2025 net showed gross of $13.67 cardinal and non-GAAP EPS of $0.15, some humble beats. The Datacenter and AI Group grew 15% sequentially successful Q4 2025, driven by request for Xeon 6 processors and customized ASICs. That is simply a genuine agleam spot successful an different uneven picture.

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